Contact Management Purge
You use this program to remove contacts and activities no longer required within the Contact Management System.
| Field | Description |
|---|---|
| Start purge | This begins the purge process according to your selection criteria. |
CMS Purge
| Field | Description |
|---|---|
| Contact purge | |
| Purge contacts | Deletes contacts from the system. |
| Delete contacts where no activity for | Select the number of years according to which to delete contacts where no activity has been recorded. |
| Activity purge | |
| Purge activities | Deletes activities and their associated attachments from the system. |
| Delete activities older than | Select the number of years according to which to delete activities. |
Notes and warnings
Prerequisites
-
You must enable the Allow contact purge and/or Allow activity purge setup options before you can use this program (Contact Management Setup).
-
We recommend that you back up your data before commencing processing.
Operator runtime selection
-
Enable the Allow runtime selection setup option (Contact Management Setup) to be able to change the number of years for which you want to purge contacts and/or activities.
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